Meet Kelly
Kelly is a Wealth Advisor based in Allentown, Pennsylvania. She joined Mercer Advisors in 2023 through the acquisition of Andesa Financial Management where she was a minority partner and financial advisor. Prior to becoming a wealth advisor, Kelly served as a Sr. Account Executive at BSI Corporate Benefits, LLC.
Kelly is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University where she was Valedictorian. Kelly is a CERTIFIED FINANCIAL PLANNER® professional and holds Pennsylvania Health, Life & Fixed Annuity licenses.
Kelly’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Kelly has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Guiding clients through living in retirement with steady income and smart planning
- Concentrated stock positions that require strategic diversification and tax efficiency
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- Advising tech professionals, including clients at Broadcom
Her working style
Kelly offers sincere care, thoroughness, and attention to detail, and a long-term partnership grounded in earned trust. She aligns strategies with her client’s financial goals in life.
Kelly in real life
What keeps you busy outside of work?
I absolutely love college football, traveling to new locations with my husband, or indulging in a much-needed run, strength workout or Peloton ride!
What makes you tick?
Spending quality time with my family. Growing-up in an incredibly family-oriented household, my heart is full when enjoying quality time with my family — whether it’s cheering on my dad’s football team, watching my nephew’s T-ball game, or enjoying a cup of coffee with my husband at a local coffee shop.
Any words you try to live by?
“In a world where you can be anything, be kind,” and, “Give what you would want to receive.”
Meet Kelly’s Teammates
John Walker
Regional Vice President
What Kelly Says
John’s level of care and intention with aligning new families with the most compatible advisor — on both a human and financial level — is invaluable. It fosters immediate synergies and effective partnerships when welcoming new clients to the Mercer Advisors family.
Rachel Roach
Financial Planner
What Kelly Says
Rachel applies the same thoroughness, precision, and care to the financial plans that she develops for Mercer Advisors clients as she would her own family. She remains invested in each family’s plan as their personal and financial needs evolve and change, which can translate into meaningful planning opportunities and outcomes for families.
Ready to learn more?
Explore More
